Calder Financial LLC

Calder Financial LLC (CRD# 290616) is a financial advisory firm headquartered in , . They manage $109,752,056 in 242 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.calderfinancial.net
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $453,521
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, TX

Financial Advisors at Calder Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Casey Calder, financial advisor Downingtown PA
Casey S. Calder
CRD#: 1061404
Downingtown, PA

Casey Calder (CRD# 1061404) is an Investment Advisor Representative working at Calder Financial LLC in Downingtown, PA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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